Features · Commercial

Pilot's commercial area: sell, invoice and collect with AI

CRM, customers, sales, e-invoicing, accounting, cash flow, ecommerce and customer tracking, all turnkey. A single place where AI moves opportunities, drafts follow-ups and reconciles payments. And if you already use HubSpot or Salesforce, Pilot orchestrates them.

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In 30 seconds
  • A CRM with a visual pipeline and AI that moves opportunities and warns you before a lost deal.
  • E-invoicing that creates, sends and reconciles without manual work.
  • Accounting and cash flow with AI: stress-free monthly closes and cash projection.
  • Ecommerce with automated catalog, orders and support, connectable to Shopify and WooCommerce.
  • Payments by payment link, SINPE and WhatsApp with Zelr, connected to the CRM.
  • All turnkey, and it also orchestrates HubSpot, Salesforce, Pipedrive, Odoo, Quickbooks or Monday if you already use them.

The system's commercial features

Each one comes included, runs on its own and gets stronger with the rest under a single AI.

CRM

Customers

One contact database, no duplicates, enriched by AI.

Sales

Sales board with live revenue and real-time alerts.

Invoicing

Electronic invoicing that builds, sends, and reconciles itself.

Accounting

Stress-free monthly close; AI categorizes and reconciles.

Cash flow

AI cash-flow forecasting with shortfall alerts.

Customer tracking

Commercial memory: AI remembers every interaction with every customer.

Ecommerce

Catalog, orders, and support automated with AI.

How they work together

A customer enters the CRM as an opportunity. Sales with AI warns when it's hot. Billing generates the proposal and turns it into an electronic invoice when it closes. Accounting records the revenue. Cash flow updates the projection. Customer tracking keeps the full history for the next upsell.

All connected, without copy and paste between screens. The AI orchestrates the steps and you decide when to step in. If you sell through an online store, Ecommerce manages the catalog and orders, and connects with Shopify and WooCommerce within the same flow. If you collect over WhatsApp, Zelr issues the link and records the payment.

The key point: this entire cycle comes included in Pilot, it's not a set of loose tools you have to integrate. And if your team already works in HubSpot, Salesforce or Pipedrive, Pilot operates there too, orchestrates them and reflects every move in the rest of the system. Use Pilot's CRM, bring your own, or combine both.

Commercial use cases

Sales automation

How to let AI move opportunities and send follow-ups.

Automated accounting

Stress-free monthly closes with AI reconciliation.

Ecommerce with AI

Automated catalog, orders and support for your online store.

Run from WhatsApp

A sales team that checks and operates the CRM over WhatsApp.

Integrations that power the commercial area

Pilot brings its own CRM and accounting, and also connects the ones you already use to operate on top with AI.

HubSpotHubSpot SalesforceSalesforce PipedrivePipedrive ZohoZoho OdooOdoo QuickBooksQuickBooks ShopifyShopify WooCommerceWooCommerce

Industries where it shines

Retail

Cómo Pilot ayuda al sector retail.

Professional services

Cómo Pilot ayuda al sector professional services.

Real estate

Cómo Pilot ayuda al sector real estate.

Finance

Cómo Pilot ayuda al sector finance.

Technology

Cómo Pilot ayuda al sector technology.

Frequently asked questions

Does Pilot bring its own CRM or do I need a separate one?
Pilot brings its own CRM with AI, turnkey: a visual pipeline, opportunities that move on their own and follow-ups drafted by AI. You don't need to buy a separate CRM. And if you already use HubSpot, Salesforce or Pipedrive, Pilot connects to them and operates on top, so you can keep yours or use Pilot's.
Does Pilot replace HubSpot, Salesforce or Pipedrive?
You don't have to choose. If you want, you use Pilot's native CRM and stop paying for another tool. If you prefer to keep your current CRM, Pilot orchestrates it via connection and adds the AI layer. Your team operates inside the CRM, inside Pilot or from WhatsApp, and every path is reflected in the system.
Is it for SMBs or only for large companies?
It's for both. SMBs use Pilot's native CRM, billing and accounting as their central system, without buying anything else. Medium and large companies add the connection with their existing stack and get the AI layer on top of everything.
Does it work with e-invoicing in Costa Rica, Mexico and Argentina?
Yes. Pilot brings e-invoicing with connectors to local tax providers (Hacienda CR, SAT MX, AFIP AR). Issuance, sending and reconciliation go through certified channels, without building the invoice by hand.
Can I start with just the CRM and add other modules later?
Yes. Adoption is gradual: you start with the most urgent module, master it and add the rest when your team is ready. There's no big bang or all-at-once migration.
How much does the full commercial area cost?
Pricing is tailored to your volume and the modules you enable. Contact us for a custom proposal with terms designed for LATAM teams.

Want to see the whole commercial area in your company?

Book a demo. We'll show you Pilot's CRM, billing and accounting operating with AI and, if you want, connect your current CRM live so you can see how it orchestrates it.

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